See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,995 | $138,065-41.3% | $123,544-34.4% | $135,375-40.2% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -3.28% | 153.68%-157.0pp | 119.20%-122.5pp | 519.73%-523.0pp |
| Employer contribution / active EE | $8,286 | $5,151+60.9% | $4,628+79.1% | $4,779+73.4% |
| Participant deferral / active EE | $11,709 | $6,799+72.2% | $6,426+82.2% | $5,609+108.8% |
| Admin fee / account holder | $98,056 | $10,916+798.3% | $9,284+956.2% | $10,827+805.7% |